2023 Form 5500 filing — Donegal Mutual Insurance Company 401k Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240624120100NAL0008734336001) for Donegal Mutual Insurance Company 401k Plan, reported by Donegal Mutual Insurance Company under EIN 23-1336198 and plan number 003. It reports 1,105 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240624120100NAL0008734336001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Donegal Mutual Insurance Company
- EIN
- 23-1336198
- Plan number
- 003
- Location
- Marietta, PA
- Participants
- 1,105
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $173,016,393
- Net assets (EOY)
- $173,016,393
- Employer contributions
- $4,035,705
- Participant contributions
- $7,635,073
- Total income / additions
- $39,650,945
- Benefits paid
- $15,934,981
- Administrative expenses
- $137,494
- Total expenses
- $16,072,475
- Net increase / (decrease)
- $23,578,470
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $50,387 | $0 |
| Bdo Usa Llp | AUDITOR | $44,000 | not reported in the loaded dataset |
| Asset Strategy Retirement Cons. | INVESTMENT ADVISOR | $43,107 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |